From Building Your Wealth, To Using Your Wealth, To Sharing Your Wealth

We Are Your Partners

We work with you in every financial phase of life.

Meet Your Guides

Legacy Wealth Partners

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No two retirements are alike, and no two retirement strategies should be, either. We tailor our guidance to your specific needs. Whether you’re looking for someone to review your current financial outlook or craft a retirement plan designed to last the next 30-plus years, we have the experience and knowledge to guide you.

You don’t have to go it alone.

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annuity-myths

Wondering How to Create Income in Retirement? An Experienced Financial Professional Can Help You Explore Options

Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?
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Check Out Our

Full Suite of Services

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

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Retirement Income Strategies

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Wealth Management

annuities

Annuities

investments

Investments

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IRA/401(k) Rollovers

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Asset Protection Strategies

life-insurance

Life Insurance

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Tax-Efficient Strategies

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IRA Legacy Planning

All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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3 Easy Steps

Dream It

Schedule a meeting where you’ll share your goals and dreams so we fully understand your vision for retirement.

Plan It

With your goals in mind, our process will help translate your retirement dreams into clear action steps.

Live It

While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.

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